Amanda Harrison is the Vice President and Branch Leader at Fidelity Investments. She leads a team of financial professionals dedicated to addressing the financial needs and concerns of clients and their families. Amanda focuses on advocating for clients and helping them with financial planning to work towards financial success. Her experience at Fidelity Investments spans several roles, starting as a Financial Representative in 2018 and progressing through positions including Relationship Manager, Planning Consultant, Assistant Branch Leader, and currently Vice President and Branch Leader. This progression reflects her extensive experience within the firm and her involvement in various aspects of financial advising and branch leadership.

Daniel Bonin is a financial advisor with Ameriprise in North Attleboro, MA, holding a Series 63 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Bonin is also the owner of Eight Feet Wealth Advisors, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic tools overseen by a dedicated team.

Frederick Hussey is a financial advisor at Morgan Stanley with 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. He holds a Series 63 license. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets through structured planning tools and a variety of investment services.

Frank Rispoli is a ChFC® with 19 years of experience in the financial services industry. He is currently associated with MassMutual Investors Services and has held roles at various related entities since 2022. Prior to this, he worked at Royal Alliance, John Hancock Distributors, Signator Financial Services, and John Hancock Life. Outside of advisory work, he provides bookkeeping consulting services, supporting QuickBooks oversight for small businesses. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offering financial planning and investment management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements using firm-approved software and provides a range of asset management and educational programs.

Patrick Menton is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials. He began his advisory career in 2025 and previously worked at Sustainable Leaders Investment Management. Outside of his advisory role, he has worked as an independent contractor at J.Crew, assisting with customer service and training. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Elizabeth Portesi is a financial advisor with Morgan Stanley in Norwell, Massachusetts, holding a Series 66 designation and 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns and operates Coastal Cookies, LLC, a retail and online cookie business. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Marc Perrault is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and 18 years of industry experience. His background includes roles at Morgan Stanley Private Bank and E*TRADE Capital Management. Additionally, he is involved in a family-owned refrigeration and HVAC business where he works as a refrigeration technician. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm utilizes structured planning tools and data-driven models to support its financial planning services.

David Nicholson is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2005. Outside of his advisory role, he serves as a varsity lacrosse head coach at Ursuline Academy and is a board member of the Business Alliance Networking Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance through a unique affiliation with a municipal advisor.

Sebastian Gonzalez is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved in real estate flipping through House to Home Development, LLC, a business focused on property renovation and resale. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include personalized recommendation reports and tax-smart withdrawal strategies. The firm combines research, modeling, and a centralized consulting team to deliver retirement-income advice, primarily to clients with significant investable assets.

Paul Mcgovern is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Osaic since 2018. He was previously with Signator Investors, Inc. and is a partner at Downey & Company, LLP, a CPA firm providing tax and accounting services since 1986. Mcgovern is also a partner at Downey and McGovern Insurance Brokerage LLC, involved in life insurance sales. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes advanced portfolio construction tools and supports both discretionary and non-discretionary management, with access to various third-party platforms and managed-account solutions.

Charles Fiske is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Nash CPAs and the New England Patriots. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a broad range of advisory programs supported by structured planning tools and a variety of investment services.

Christina Rondeau is a Planning Consultant at Fidelity Investments, based in the Westwood Investor Center. In her current role, she supports two wealth management teams by partnering with a Financial Consultant and a Wealth Planner to help maximize clients' relationships with Fidelity. Christina's experience at Fidelity Investments includes roles as a Relationship Manager, Investment Solutions Representative I, and Customer Relationship Advocate, reflecting a progressive career within the company since 2022. She holds an Arkansas Insurance License, which complements her professional responsibilities. Outside of her professional work, Christina has interests in boating, concerts, horseback riding, music, outdoor adventures, and traveling.

Joshua De Sousa is a financial advisor affiliated with Fidelity Investments, holding Series 63 and Series 66 credentials. He began his career in the financial services industry in 2025. Prior to joining Fidelity, his background includes roles in real estate and renewable energy sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to registered investment companies and use of systematic methodologies.

David Randall is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 1998. Prior to joining LPL Financial, he was self-employed for 27 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Christopher Knight is a financial advisor with Knightsbridge Advisors, Inc. in Scituate, MA, holding a Series 65 designation and 22 years of industry experience. He is also president of CLK Financial, Inc., a financial consulting firm that provides income tax planning, tax return preparation, estate planning, financial statement analysis, and risk management services. Knight divides his professional time between Knightsbridge Advisors and CLK Financial. Knightsbridge Advisors, Inc. provides portfolio management services primarily to individual clients and small businesses through a single-advisor practice. The firm manages approximately $89.5 million in assets for a limited number of clients and utilizes external investment managers and access to alternative investment vehicles, including private equity and hedge funds.

Gregory Doherty is a CPA and the sole advisor at Gregory M Doherty, CPA, an independent firm based in Dedham, MA. He has 27 years of industry experience, providing both investment advisory and accounting-related services. His background integrates portfolio management with tax and accounting support. Gregory M Doherty, CPA serves individual clients with approximately $66.7 million in assets under management across 126 relationships. The firm combines licensed accounting services with investment advisory work, offering a tailored approach that integrates tax and investment considerations.

Michael Finn is a financial advisor at XYPN Sapphire with 12 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at One Charles Private Wealth, Journey Wealth Partners, Royal Alliance, LPL Financial, and Columbia Management Investment Distributors. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach utilizing diversified portfolios and offers both discretionary and non-discretionary management with support from affiliated advisors and third-party subadvisors.